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UnitedHealth

3,247 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,111 increasing their positions, 1,485 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $254B → $248B (-$5.75B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 1,485

Holders
3,247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.7B
Puts
$17.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2726
Foster Victor Wealth Advisors
South Carolina
$257K
AW
2727
Alteri Wealth
California
$257K
MFG
2728
Mustico Financial Group
New York
$257K
AWM
2729
Aries Wealth Management
Maine
$257K
CF
2730
Convergence Financial
Missouri
$257K
HBCM
2731
Heron Bay Capital Management
Michigan
$256K
OAS
2732
Optivise Advisory Services
Tennessee
$256K
NERM
2733
New England Research & Management
Illinois
$256K
BSSFA
2734
Baron Silver Stevens Financial Advisors
Florida
$256K
WWMSC
2735
Wagner Wealth Management (South Carolina)
South Carolina
$255K
HFS
2736
Howard Financial Services
Texas
$255K
WC
2737
Westhampton Capital
North Carolina
$255K
LGG
2738
Luts & Greenleigh Group
Maryland
$255K
SAM
2739
Strategy Asset Managers
California
$254K
CTWM
2740
Cherry Tree Wealth Management
Minnesota
$254K
LAM
2741
Lifestyle Asset Management
Texas
$254K
WDA
2742
Wendell David Associates
New Hampshire
$253K
AFA
2743
American Financial Advisors
Georgia
$253K
CWM
2744
Cherrydale Wealth Management
New Jersey
$253K
FFC
2745
Frederick Financial Consultants
Maryland
$253K
GIP
2746
Greatmark Investment Partners
Georgia
$253K
BWFA
2747
Baltimore-Washington Financial Advisors
Maryland
$252K
FWM
2748
Foguth Wealth Management
Michigan
$252K
GMFG
2749
Greater Midwest Financial Group
Minnesota
$252K
RCM
2750
Raleigh Capital Management
North Carolina
$252K